Client view page – Contact persons tab

This tab is available if the client is a Company, not Individual.

On this tab you can view the list of client’s contacts, edit or delete them, and start creating new contacts:

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To start updating the contact, press "Update" in the corresponding contact row. It will open the Update contact person page.

To start creating a new contact, press "New contact person". It will open the Create contact person page.

To delete the client contact from your database, press "Delete".

Note: You cannot delete contacts involved in recorded projects. But you may deactivate them on the Update contact person page.

Other tabs on the page

• General info - view and edit company info and payment conditions.

• Prices - the list of prices for the customer.

• Taxes - on this tab, you can create a custom taxes set for this client.

Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.

• Documents - intended for storing any documents related to the client.